SailPoint and Sanctuary Wealth Advisor integration | Workato

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Triggers

When this happens…

SailPoint

Access Request Dynamic Approval Real-time
Route an access request to an additional approval step by an identity or a governance group.
Access Request Postapproval Real-time
An access request has passed all approval steps and is ready to be provisioned.
Access Request Preapproval Real-time
Approve or deny an access request before it is sent to the first approver.
Account Aggregation Completed Real-time
An account aggregation operation has completed.
Identity Attributes Changed Real-time
One or more attributes for an identity have changed
Identity Deleted Real-time
An identity has been deleted in Identity Now.
New Identity Created Real-time
A new identity has been created in Identity Now.
Saved Search Completed Real-time
A report generated from a saved search subscription is available to be processed

Any other trigger you can think up

Actions

Do this…

SailPoint

Custom action
Custom action in SailPoint
Get Account Activity
This gets a single account activity.
Get Certification Campaign
This gets a single certification campaign by ID.
List Account Activities
This gets a collection of account activities that satisfy the given parameters.
List Certification Campaigns
This gets multiple certification campaigns that satisfy the given parameters.
List Public Identities
Returns a list of publicly viewable identities in Identity Now.
List Requestable Objects
Returns a list of acccess items that that can be requested through the Submit Access Request action.
Respond to Trigger
This will submit a response to a REQUEST_RESPONSE trigger.
Submit Access Request
This submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
Upload Account Source File
This uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.

Any other action you can think up

Sanctuary Wealth Advisor

Get Account Asset Values
Holdings for one account, with a cash subtotal
Get Account Transactions
Transactions in a date range, with a withdrawal subtotal
Get Account Value
Market value for one account, current or as of a date
Get Benchmark & Risk Profile
Household risk and benchmark figures. Response shape unverified
Get Beneficiaries (by Rep)
Beneficiaries for a rep, filtered to account IDs
Get Client Detail
One client record. Verbose adds portfolio and household members
Get Client Registrations
Registrations for one client
Get Household Portfolio Cards
Household performance cards. Response shape unverified
Get Performance & Allocation Summary
Household performance and allocation. Response shape unverified
Get RMD (by Rep)
RMD figures for a rep, filtered to account IDs
Get Signed In User
Advisor identity, read from Orion on every call
Get Systematics (by Rep)
Systematic distributions for a rep, filtered to account IDs
List Accounts (Grid View)
Accounts with client and household join keys
List Billing Clients
Client level fee schedule and billing status
List Billing Schedules
Fee schedule names and types. Rates are free text - never parse them
List Clients
Clients from the plain route. Use the Grid view if this 404s
List Clients (Grid View)
Client list. The reliable one - start here
List Portfolio Assets
Holdings for a set of account IDs
List Registrations
Registration reference list. Fetch once at build time
List Transaction Types
Transaction type IDs. Fetch once, then hard code the withdrawal IDs
Search Accounts (Simple)
Find accounts by name, number, or client ID

Any other action you can think up

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